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DeepVest alternatives for financial advisors
Short answer: The closest alternatives to DeepVest are Conquest Planning (best for firms that want ranked planning strategies and plans built in minutes), RightCapital (best for advisors who want intuitive planning tools), eMoney Advisor (best for comprehensive, cash-flow-based planning). DeepVest itself is best for rias that want planning, proposals and portfolio analysis in one ai workspace.
DeepVest: Agentic AI workspace for RIAs covering proposals, portfolio analysis, market data, monitoring and, with PlanLab, connected financial planning. See the full DeepVest overview or all financial planning software tools.
DeepVest starts at
Lowest published starting price
Asset-Map: From $149/mo
Alternatives with a free option
RightCapital
Why advisors look beyond DeepVest
- Confirm which modules are in Advisor Premium vs. Enterprise.
- Check whether your CRM and custodians connect (Wealthbox is listed on the pricing page).
- Ask whether you can import plans from your current planning software.
- Not a fit if: You only need a standalone planning tool and already have proposal and research software you like.
6 alternatives to DeepVest
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| Conquest Planning "Verifiable AI" financial advice engine whose Strategic Advice Manager (SAM) evaluates and ranks planning strategies. | Firms that want ranked planning strategies and plans built in minutes | Contact vendor | None listed | Visit ↗ |
| RightCapital Financial planning software focused on ease of use and client engagement. | Advisors who want intuitive planning tools | From $149.95/advisor/mo | 14-day trial offered. | Visit ↗ |
| eMoney Advisor Financial planning software for advisors, planners and RIAs. | Comprehensive, cash-flow-based planning | Contact vendor | None listed | Visit ↗ |
| StratiFi AI wealth platform for RIAs: statement extraction, risk profiling, proposals, IPS and compliance alerts. | Firms that want statement-to-proposal workflows plus automated compliance monitoring | From $5,995/yr | None listed | Visit ↗ |
| MoneyGuide Envestnet's goals-based financial planning software. | Goals-based planning conversations | From $175/advisor/mo | None listed | Visit ↗ |
| Asset-Map Visual financial planning software that maps a client's financial life on one page. | Discovery meetings and visual client conversations | From $149/mo | None listed | Visit ↗ |
Checked against vendor websites on October 21, 2026. List prices as of October 21, 2026; prices change often, so confirm on each vendor's site.
How to choose
- Choose Conquest Planning if you want firms that want ranked planning strategies and plans built in minutes.
- Choose RightCapital if you want advisors who want intuitive planning tools.
- Choose eMoney Advisor if you want comprehensive, cash-flow-based planning.
- Choose StratiFi if you want firms that want statement-to-proposal workflows plus automated compliance monitoring.
- Choose MoneyGuide if you want goals-based planning conversations.
- Choose Asset-Map if you want discovery meetings and visual client conversations.
- Before you switch, list the integrations you rely on today and ask each vendor to confirm them in writing, then have compliance review data handling.
Related comparisons
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FAQ
What is the best alternative to DeepVest?
It depends on what you need. Conquest Planning is best for firms that want ranked planning strategies and plans built in minutes; RightCapital is best for advisors who want intuitive planning tools; eMoney Advisor is best for comprehensive, cash-flow-based planning.
Why look for a DeepVest alternative?
Common reasons are integrations with the rest of your stack, firm size, features and price. DeepVest is best for rias that want planning, proposals and portfolio analysis in one ai workspace, so if that isn't you, compare the options below.
How much do DeepVest alternatives cost?
As of October 21, 2026, published starting prices are: RightCapital From $149.95/advisor/mo; StratiFi From $5,995/yr; MoneyGuide From $175/advisor/mo; Asset-Map From $149/mo. Conquest Planning, eMoney Advisor don't publish pricing. DeepVest is priced by quote.